AerSale (NASDAQ:ASLE) Announces Earnings Results, Misses Expectations By $0.13 EPS

AerSale (NASDAQ:ASLE) announced its earnings results on Thursday. The company reported ($0.02) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.11 by ($0.13), FiscalAI reports. The firm had revenue of $91.56 million for the quarter, compared to analyst estimates of $91.22 million. AerSale had a negative return on equity of 0.27% and a negative net margin of 1.23%.

Here are the key takeaways from AerSale’s conference call:

• Revenue grew 29% to $91.6 million, but adjusted EBITDA fell to $8.6 million from $9.5 million and gross margin contracted to 22.5% from 30.2%, primarily due to weaker TechOps margins.
• Management expects a significantly stronger fourth quarter, citing the expected close of the $35 million Boeing 737 sale and other flight-equipment transactions, which it says should recover invested capital and improve liquidity.
• MRO demand and awarded work are building, including cargo-carrier heavy-check contracts and new landing-gear agreements; management expects the expanded operations to become profitable EBITDA contributors in 2027 as throughput and cost absorption improve.
• The company reported a $15 million net loss, including a $13.4 million non-cash goodwill impairment, and ended the quarter with only $23.1 million of available liquidity after year-to-date operating cash use of $42.7 million.
• Engineered Solutions revenue rose to $8.4 million from $2.2 million, driven by AerSafe kit demand, while leasing and USM revenue also increased year over year.

AerSale Trading Down 4.8%

ASLE stock traded down $0.23 during trading on Friday, reaching $4.59. 811,065 shares of the stock traded hands, compared to its average volume of 430,121. The business’s 50 day moving average price is $5.11 and its 200-day moving average price is $6.20. AerSale has a 52-week low of $4.53 and a 52-week high of $7.93. The company has a debt-to-equity ratio of 0.01, a current ratio of 3.27 and a quick ratio of 0.76. The firm has a market capitalization of $219.08 million, a PE ratio of -11.77 and a beta of 0.23.

Key AerSale News

Here are the key news stories impacting AerSale this week:

• Positive Sentiment: Revenue rose 29% year over year to $91.6 million, slightly exceeding analysts’ $91.22 million estimate. AerSale Reports Third Quarter 2026 Results
• Neutral Sentiment: The $15 million GAAP net loss included a $13.4 million non-cash goodwill impairment. AerSale also cited continued efforts to monetize assets, expand maintenance, repair and overhaul (MRO) operations, and grow recurring revenue. AerSale Reports Third Quarter 2026 Results
• Negative Sentiment: Adjusted results weakened: AerSale posted a $1.1 million adjusted net loss, versus adjusted net income of $1.5 million a year earlier, while adjusted EBITDA declined to $8.6 million from $9.5 million. Feedstock acquisitions were also lower year over year, potentially limiting near-term activity. AerSale Reports Third Quarter 2026 Results
• Negative Sentiment: Reported EPS of a $0.02 loss missed the $0.11-per-share consensus, making the earnings shortfall a likely source of pressure despite the revenue beat. AerSale Reports Q3 Loss, Beats Revenue Estimates

Analysts Set New Price Targets

A number of research analysts have weighed in on the company. Zacks Research raised AerSale from a “strong sell” rating to a “hold” rating in a research note on Friday, October 9th. B. Riley Financial lowered their price objective on AerSale from $7.50 to $6.00 and set a “neutral” rating for the company in a research report on Wednesday, October 28th. Weiss Ratings reiterated a “sell (d)” rating on shares of AerSale in a research note on Wednesday, August 12th. Royal Bank Of Canada reduced their target price on AerSale from $8.00 to $7.00 and set a “sector perform” rating on the stock in a research report on Monday, August 10th. Finally, Wall Street Zen downgraded AerSale from a “hold” rating to a “sell” rating in a research report on Saturday, August 15th. Four analysts have rated the stock with a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Reduce” and an average price target of $6.33.

AerSale Company Profile

AerSale Corporation (NASDAQ:ASLE) is an aviation aftermarket company that provides products and services to commercial airlines, aircraft leasing companies, original equipment manufacturers, government agencies and other aviation customers. The company focuses primarily on commercial aircraft and engines, including aircraft sales and leasing support, component sourcing, and related asset management services.

AerSale also operates maintenance, repair and overhaul capabilities for aircraft, engines and components.